Maryland Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Maryland Capital Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,292	Closed	-$1.63M	–	251
2022 Q1	$1.63M	Sell	7,292 -601	-8%	-$133K	0.1%	96
2021 Q4	$2.01M	Sell	7,893 -578	-7%	-$146K	0.11%	87
2021 Q3	$2M	Buy	8,471 +219	+3%	+$53K	0.12%	86
2021 Q2	$1.95M	Buy	8,252 +248	+3%	+$55.6K	0.12%	88
2021 Q1	$1.72M	Buy	8,004 +908	+13%	+$197K	0.11%	90
2020 Q4	$1.5M	Buy	+7,096	New	+$1.4M	0.11%	90

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Maryland Capital Management's VOT Position: Q2 2022 in Review

Maryland Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 7,292 shares — an estimated $1.63M sold.

Maryland Capital Management first reported a position in VOT in Q4 2020 and held it in 6 quarters. The position peaked at $2.01M in Q4 2021. 681 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Maryland Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Maryland Capital Management sold 7,292 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $1.63M.
Maryland Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Maryland Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.01M in Q4 2021.
681 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Maryland Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.